BW

BXM Wealth Portfolio holdings

AUM $84.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.45M
3
+$2.94M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.69%
2 Financials 11.51%
3 Healthcare 5.78%
4 Energy 5.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 1.12%
+5,526
27
$799K 1.12%
+16,000
28
$778K 1.09%
+7,845
29
$773K 1.08%
+1,468
30
$769K 1.08%
+20,551
31
$725K 1.02%
+3,305
32
$717K 1%
+2,690
33
$717K 1%
+3,824
34
$682K 0.96%
+2,765
35
$678K 0.95%
+2,673
36
$638K 0.89%
+4,150
37
$626K 0.88%
+33,500
38
$609K 0.85%
+3,427
39
$600K 0.84%
+5,189
40
$571K 0.8%
+1,624
41
$555K 0.78%
+5,345
42
$548K 0.77%
+5,800
43
$532K 0.74%
+19,413
44
$521K 0.73%
+8,804
45
$487K 0.68%
+5,005
46
$475K 0.67%
+1,222
47
$467K 0.65%
+1,298
48
$447K 0.63%
+8,603
49
$446K 0.62%
+1,111
50
$445K 0.62%
+4,135
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